Connect MoveitPro and Relatel

Both apps 41MoveitPro 19Relatel 22

• Trigger
  Job Closed Out

  Triggers when a MoveitPro+ job is closed out.

• Trigger
  New Client

  Triggers when a new customer is created in MoveitPro+.

• Trigger
  New Job

  Triggers when a new job is booked in MoveitPro+.

• Trigger
  New Lead

  Triggers when a new lead is created in MoveitPro+.

• Trigger
  New Payment

  Triggers when a new payment transaction (charge, refund, void and so on) is recorded in MoveitPro+. Amounts are in cents.

• Trigger
  Saved Estimate

  Triggers when an estimate is created or saved with changes in MoveitPro+.

• Action
  Add Note

  Adds a staff note to a MoveitPro+ customer or estimate.

• Action
  Create Client

  Creates a customer in MoveitPro+. Requires an API key with write scope and its HMAC secret.

• Action
  Create Lead

  Creates a lead in MoveitPro+. Requires an API key with write scope and its HMAC secret.

• Action
  Create Task

  Creates a CRM task in MoveitPro+, optionally tied to a customer or lead.

• Action
  Find Clients

  Finds MoveitPro+ customers matching a name, email or phone and returns the matches.

• Action
  Get Client

  Returns one MoveitPro+ customer by id, with name, contact details, status and move dates.

• Action
  Get Estimate

  Returns one MoveitPro+ estimate by id, with its number, customer, status and total price.

• Action
  Get Job

  Returns one MoveitPro+ job by id, with its estimate, customer and status.

• Action
  Get Lead

  Returns one MoveitPro+ lead by id, with contact details and lead status.

• Action
  Log Activity

  Logs a contact (call, email, text and so on) on a MoveitPro+ customer or lead.

• Action
  Update Client

  Updates a MoveitPro+ customer; only the fields you fill in change.

• Action
  Update Lead

  Updates a MoveitPro+ lead; only the fields you fill in change.

• Action
  Update Task

  Updates a MoveitPro+ CRM task; only the fields you fill in change.

• Trigger
  New Call

  Triggers when a new call is made or received in Relatel.

• Trigger
  New message

  Triggered when a new message is sent or received in Relatel.

• Trigger
  New Smiley

  Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.

• Trigger
  New voicemail

  Triggers when a new voicemail is left for an employee or reception.

• Action
  Add comment

  Adds a comment to a contact in Relatel, optionally notifying a colleague.

• Action
  Add contact

  Adds a new contact to your Relatel company and returns the new contact's id.

• Action
  Cloak Reception

  Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.

• Action
  Delete contact

  Deletes a contact from your Relatel organization and returns Relatel's confirmation message.

• Action
  Dial call

  Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number.

• Action
  Do Not Disturb

  Turns Do Not Disturb on or off for the connected employee and returns the updated employee.

• Action
  Find contact by phone number

  Finds a Relatel contact by its phone number and returns the contact's details.

• Action
  Get contact

  Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.

• Action
  Get employee

  Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.

• Action
  Join a Group

  Adds the authenticated employee to an employee group and returns the group's details after joining.

• Action
  List calls

  Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.

• Action
  List contacts

  Returns the contacts in your Relatel account, optionally only those with a given phone number.

• Action
  List employee groups

  Returns all employee groups in your Relatel account, with each group's name, presence status and member employees.

• Action
  List employees

  Returns all employees in your Relatel company, including their phone numbers, presence and group memberships.

• Action
  List receptions

  Returns all receptions (phone lines/queues) in the Relatel account.

• Action
  List voicemails

  Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.

• Action
  Send SMS

  Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions.

• Action
  Update contact

  Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.